CFP®-certified advisors focused on key person insurance & risk mitigation in the US

George Leisure is a financial advisor at BSG Advisers with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Eagle Strategies LLC, Avenue Wealth Management, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of his advisory role, he is involved in the sale of life, disability, and long-term care insurance products as a sole proprietor. BSG Advisers provides investment advisory and comprehensive financial planning services to individuals, high-net-worth clients, business owners, and retirement plan sponsors. The firm uses a tailored approach combining asset allocation, various analytical methods, and third-party money managers, along with a structured financial education program and business-owner specific planning.

Daniel Toro Jr. is a CFP® and ChFC® credentialed financial advisor with 13 years of experience at Edward Jones in Metairie, LA. He has served with the firm since 2013. Outside of his advisory role, he volunteers as an alumni advisor, assisting with recruitment and treasury duties for the Phi Iota Alpha Fraternity at LSU. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay services, operating under a fiduciary standard.

Veska Kita is a financial advisor at ACI Group with 24 years of industry experience. She holds a Series 66 designation and has been associated with Arete Wealth Management since 2011 and AFC Asset Management Services, Inc. since 2010. Outside of her advisory work, she serves as the treasurer for the nonprofit City Wildlife and is a board member and shareholder of Accustrata, Inc., a company specializing in thin film technology. ACI Group provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and corporations. The firm offers discretionary portfolio management, comprehensive financial and business planning, and corporate retirement-plan advisory, employing a range of strategies that include fundamental and technical analysis, with a formal communications and education program for clients.

Anthony Krance is a CFP® with 16 years of industry experience and is the principal of Circle R Wealth LLC, an independent advisory firm based in Crivitz, WI. He has held roles including sole proprietor and operator of AFK Solutions Provider, focusing on funding, tax planning, and retirement planning for small businesses. Approximately 50% of his time is dedicated to these outside business activities, including insurance products and services. Circle R Wealth LLC provides portfolio management and ongoing financial planning to individuals and entities such as pension plans, trusts, and businesses. The firm manages client assets on a non-discretionary basis using model portfolios from Altruist LLC’s Model Marketplace and may refer clients to third-party money managers.

Jonathan Peyton is a CFP® professional with 21 years of industry experience. He is the principal of Different Investments, LLC and has previously worked at USAA Financial Advisors, LPL Financial, and Finalis Securities. Outside of financial advising, he is involved in several business ventures including founding a publishing firm that produces educational content, a business consulting firm, and an accounting consultancy. Different Investments, LLC (dba C-Suite Planning) provides discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business clients. The firm emphasizes tailored portfolio management guided by an Investment Policy Statement and serves a diverse client base that includes executives, entrepreneurs, and institutional clients.

Sarah Currier Barrella is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Santander Securities LLC and Santander Bank, NA, having previously worked at TD Bank and Citizens Securities, Inc. Barrella holds Series 63 and Series 65 licenses. Santander Securities LLC provides investment advisory and related services to a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers wrap-fee advisory programs and financial planning services, delivering investment advice through the FMAX managed-account platform with discretionary portfolio management and ongoing suitability reviews.

Elanna Gould is a CFP® professional with five years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior work includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center. She also maintains an independent insurance agency representing various insurance companies. Cambridge Investment Research Advisors serves a diverse clientele including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and access to third-party sub-advisers through multiple account platforms.

Ethan Siekkinen is a financial advisor with Plante Moran Financial Advisors, holding a Series 65 designation and beginning his advisory career in 2023. Prior to joining the firm, he worked at J Wilson Wealth Management and has experience outside finance with Rizzo Lawn Care. Plante Moran Financial Advisors provides investment advisory, financial planning, and estate planning services to a diverse client base including individual investors, charitable organizations, corporations, and trusts. The firm emphasizes strategic asset allocation, manager selection, and uses a combination of fundamental, technical, and cyclical analysis supported by a proprietary equity market valuation model.

Thomas Mcintire is a CFP® with 33 years of experience in the financial services industry, currently affiliated with Raymond James Financial in Irving, TX. His prior roles include positions at Cadent Capital, LLC, Insurance Planners & Advisors Group, and The Guardian Life Insurance Company. He serves as a board member and finance committee member for the Dallas Rotary Club Foundation, overseeing investments and supporting the foundation’s philanthropic efforts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipalities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

Jace Hart is a CFP® professional with eight years of industry experience, currently serving as an advisor at Leo Wealth, LLC since 2023. His prior roles include positions at LPL Financial LLC and Fidelity Brokerage Services LLC. Leo Wealth provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, institutions, and retirement plans. The firm employs a combination of diversified ETF model portfolios and systematic single-stock models, utilizing sub-advisors and third-party managers to implement specialized strategies.